Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239B
AUM Growth
+$3.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,838
New
Increased
Reduced
Closed

Top Buys

1
+$820M
2
+$647M
3
+$469M
4
MNDT
Mandiant, Inc. Common Stock
MNDT
+$403M
5
SWY
SAFEWAY INC
SWY
+$365M

Top Sells

1
+$1.07B
2
+$720M
3
+$568M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$460M
5
KDP icon
Keurig Dr Pepper
KDP
+$438M

Sector Composition

1 Financials 8.8%
2 Technology 8.54%
3 Healthcare 8.09%
4 Energy 6.96%
5 Industrials 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5651
$42K ﹤0.01%
5,089
+2,992
5652
$42K ﹤0.01%
4,535
5653
$42K ﹤0.01%
2,945
5654
$42K ﹤0.01%
3,722
-4,246
5655
$42K ﹤0.01%
3,532
-198
5656
$42K ﹤0.01%
2,521
+8
5657
$41K ﹤0.01%
8,308
+8,228
5658
$41K ﹤0.01%
1,460
-63,474
5659
$41K ﹤0.01%
2,433
-367
5660
$41K ﹤0.01%
3,782
+833
5661
$41K ﹤0.01%
10,600
-3,700
5662
$41K ﹤0.01%
21,684
+484
5663
$41K ﹤0.01%
7,395
+3,395
5664
$41K ﹤0.01%
2,208
+704
5665
$41K ﹤0.01%
3,760
+900
5666
$41K ﹤0.01%
3,481
-1,225
5667
$40K ﹤0.01%
3,200
-25,724
5668
$40K ﹤0.01%
8,012
-2,854
5669
$40K ﹤0.01%
+2,700
5670
$40K ﹤0.01%
26,767
+813
5671
$40K ﹤0.01%
1,521
5672
$39K ﹤0.01%
53
+8
5673
$39K ﹤0.01%
10
-55
5674
$39K ﹤0.01%
26,491
+16,241
5675
$39K ﹤0.01%
5,739
225 226
227
228 229